THE FOUNDATION OF THE NJ DISTRICT OF KIWANIS INTERNATIONAL (EIN 020572183) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

BARRIE WERFEL

Phone

9083630982

Tax Period

2017-10-01 to 2018-09-30

THE FOUNDATION OF THE NJ DISTRICT OF KIWANIS INTERNATIONAL, founded in 2001, is a micro nonprofit in the Education sector that reported $61K in total revenue in fiscal year 2017. The organization ran a surplus of $17K, a strong 29% operating margin.

Mission

TO PROVIDE FUNDS FOR YOUTH LEADERSHIP/SCHOLARSHIPS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $49,632

Program Service Revenue $0

Investment Income $3,753

Other Revenue $7,450

TOTAL REVENUE $60,835

Expense Breakdown

Grants Paid $28,783

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,976

Other Expenses $14,674

TOTAL EXPENSES $43,457

Year-over-Year Comparison

	2017	2016	Change
Revenue	$60,835	$63,497	0.0%
Expenses	$43,457	$46,930	-0.1%
Net Income	$17,378	$16,567	+0.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL COHEN	TRUSTEE	1.00	Director	$0	$0	$0
FRANK CANNISTRA	TRUSTEE	1.00	Director	$0	$0	$0
JOE SCHMELTZ	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MULHAUL	TRUSTEE	1.00	Director	$0	$0	$0
MARK ESPOSITO	TRUSTEE	1.00	Director	$0	$0	$0
LYNN OLIVER	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE HODGE	TRUSTEE	1.00	Director	$0	$0	$0
BARRY WERFEL	PRESIDENT	3.00	Officer	$0	$0	$0
MIKE ELLITHORPE	SECRETARY	1.00	Officer	$0	$0	$0
RUDY FERNANDEZ	TREASURER	3.00	Officer	$0	$0	$0
STEPHEN GANDLEY	VICE PRESIDENT	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2018	$60,835	$43,457	$299,004	$17,378

THE FOUNDATION OF THE NJ DISTRICT OF KIWANIS INTERNATIONAL